DARLING INGREDIENTS INC. (DAR) Form 8-K — Oct 22, 2026
Darling Ingredients issued a statement ahead of its full Q3 2026 results disclosing that its 50/50 Diamond Green Diesel joint venture with Valero earned $340.9 million in net income for the quarter, a sharp swing from an $80.6 million loss a year ago. DGD shipped 314.9 million gallons in Q3 at $1.30 Adjusted EBITDA per gallon, and results were helped by favorable LCM inventory adjustments versus prior-year charges. CEO Randall Stuewe said timing differences in renewable diesel sales should benefit Q4, and the company guided to FY2026 Combined Adjusted EBITDA of $2.2-$2.3 billion with momentum expected into 2027. Darling's 50% share of DGD Q3 Adjusted EBITDA was about $204 million.
Key figures
- Guidance
- Fiscal year 2026 Combined Adjusted EBITDA of $2.2-$2.3 billion
- Dgd gallons 9m 2026
- 936.1 million
- Dgd gallons q3 2026
- 314.9 million
- Dgd revenues 9m 2026
- 6488972000
- Dgd revenues q3 2026
- 2392927000
- Dgd net income q3 2026
- 340936000
- Dgd operating income 9m 2026
- 1293806000
- Dgd operating income q3 2026
- 347786000
- Dgd adjusted ebitda per gallon 9m 2026
- 1.59
- Dgd adjusted ebitda per gallon q3 2026
- 1.3
- Dgd adjusted ebitda darling share q3 2026
- 204205000
AI analysis
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